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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,460 | $88,707-24.0% | $74,184-9.1% | $273,972-75.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.10% | 11.94%-3.8pp | 17.74%-9.6pp | 41.46%-33.4pp |
| Employer contribution / active EE | $3,626 | $3,159+14.8% | $2,370+53.0% | $4,869-25.5% |
| Participant deferral / active EE | $7,825 | $4,212+85.8% | $3,550+120.5% | $5,287+48.0% |
| Admin fee / account holder | $44 | $8,717-99.5% | $5,586-99.2% | $10,133-99.6% |